Munn Gray & Associates
  • Home
  • About Us
    • Our Team
    • Why Work with a CFP®
  • Our Process
    • Comprehensive Financial Planning Process
    • Retirement Planning
    • Life Planning
  • Resources
  • Contact Us
  • Client Access
Select Page
Retirement Plans for Small Business Owners

Retirement Plans for Small Business Owners

by Munn Gray & Associates | May 31, 2023 | Financial Planning, Helpful Resources, taxes, Uncategorized

Retirement Planning for Small Business Owners Owning a business is the dream of many Americans yet with the plethora of potential problems that can risk the success of your business’ future, banking on the sale of your business as a retirement plan poses a lot of...
Mind The Mind: Protecting Your Greatest Asset

Mind The Mind: Protecting Your Greatest Asset

by Laura | Apr 26, 2023 | Health & Wellness, estate planning, Helpful Resources

Like with most medical issues, cognitive impairment is something that no one wants and that no one can predict. Family history, substance abuse, and lifestyle choices can give us general probabilities of one’s susceptibility to these diseases but even the most...
Incentive Trusts

Incentive Trusts

by Munn Gray & Associates | Nov 8, 2022 | Financial Planning, Financial Journeys, Helpful Resources, Long Term Care

We all have goals for ourselves, and we all are familiar with laying out plans to accomplish those goals, mental checklists of steps we have taken or need to take in order to get where we want to be. But what about the goals we have for our children or other family...
Traditional IRA vs Roth IRA

Traditional IRA vs Roth IRA

by Munn Gray & Associates | Jan 4, 2022 | Financial Planning, Budgeting, Financial Journeys, Helpful Resources, Retirement

It is never a bad idea to begin planning for retirement, no matter what stage of life you are in. Today is when all those small decisions about retirement can start having a big impact on your future self.  It is important to remember that it is never too soon to plan...
401K

401K

by Munn Gray & Associates | Dec 29, 2021 | Articles of Interest, Financial Planning, Helpful Resources, Retirement

A 401k is a retirement account that you can open with your employer for savings. The goal of this type of account is to continue to save over time to help support your future retirement. You may not know what all goes into a 401(k) plan. That doesn’t mean you...
What is a fiduciary? And what differentiates them? Why should you have one?

What is a fiduciary? And what differentiates them? Why should you have one?

by Munn Gray & Associates | Dec 22, 2021 | Financial Planning, Helpful Resources

Fiduciaries are tasked with managing a client’s investments to make sure they’re being used properly and wisely so that their clients’ well-being comes first.  They act in your interests when it comes to managing money or property on behalf of the two...
« Older Entries

Download the Complimentary Guides Below

Retired and Confident: 6 Questions Toward Financial Security

Download

5 Steps to Plan for a Comfortable and Secure Retirement

Download

Suddenly Single and Stuck: a Financial Guide for Unexpected Hardship

Download

Empty Nesters: Celebrating Your New Normal

Download

Recent Posts

  • Retirement Plans for Small Business Owners
  • Mind The Mind: Protecting Your Greatest Asset
  • Dealing with Medical Debt
  • Find Fun For Free
  • Finding a Dream Home for Now

Let’s Start a Conversation

The thought of reaching the day when your working days are over should evoke joy, not fear or concern. We can provide the thorough planning and diligent preparation that can help ensure that you are not just looking toward the future – but looking forward to it.
Schedule a Discovery Meeting

Contact Us

Check the background of this investment professional on FINRA’s BrokerCheck

© 2023 Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy Policy

CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Munn Gray & Associates is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.